Valley Financial Management, Inc. Ishares Tr Fallen Angels Usd B Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Valley Financial Management, Inc. holds 34,991 shares of FALN stock, worth $935,309. This represents 0.46% of its overall portfolio holdings.
Number of Shares
34,991
Previous 37,147
5.8%
Holding current value
$935,309
Previous $939 Million
5.43%
% of portfolio
0.46%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding FALN
# of Institutions
292Shares Held
46.4MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL8.99MShares$240 Million3.17% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$145 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.69MShares$71.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc2.28MShares$60.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$51.3 Million0.02% of portfolio